Financial Services Representative

1 week ago


Bellevue, Nebraska, United States Charles Schwab Full time
Empower Your Career at Charles Schwab

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

Key Responsibilities:
  • Provide financial guidance to clients while forming lasting relationships built on trust, respect, and reaching a common goal.
  • Engage with and advocate for clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution.
  • Take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
Requirements:
  • Active FINRA Series 7 & 63 Licenses
  • Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
  • 1+ years of customer service experience
  • 1+ years of client relationship experience
  • Bachelor's degree or higher in Finance, Economics, or related field from accredited university
What We Offer:
  • Competitive pay and bonus package
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance


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